Goldman Sachs(US:GS) Zhong Guo Dian Li Bao·2026-01-08 07:19Group 1 - The rapid development of artificial intelligence (AI) is increasingly dependent on electricity supply, which is becoming a critical factor in the global AI industry landscape [1] - Goldman Sachs reports that by 2030, nearly all power grids in the United States will face insufficient backup capacity due to the soaring demand from data centers, potentially allowing China to gain a first-mover advantage in AI competition [1] - Currently, U.S. data centers account for 44% of global capacity and consume about 6% of U.S. electricity, with projections indicating this will rise to 11% by 2030 [1] Group 2 - In contrast, China's electricity supply demonstrates strong resilience, with a diversified energy system established through large-scale power construction since 2021 [2] - By 2030, China is expected to have approximately 400 gigawatts of backup power capacity, exceeding its own needs and more than three times the anticipated total demand from global data centers [2] - Currently, China's data center capacity represents one-quarter of the global total, and its ample power reserves create conditions for it to catch up with technology leaders [2]